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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
526
Sutton Wealth Advisors
Florida
$20.7K +$3.93K +360 +25%
GWM
527
Geneos Wealth Management
Colorado
$20K -$917 -84 -4%
PG
528
Proffitt & Goodson
Tennessee
$20K +$6.42K +588 +51%
TCM
529
Tradewinds Capital Management
Washington
$17K – – –
MCM
530
Manchester Capital Management
Vermont
$16K +$3.6K +330 +30%
TCOV
531
Trust Company of Vermont
Vermont
$13K – – –
JGIA
532
Jackson Grant Investment Advisers
Connecticut
$13K +$66 +6 +0.5%
POIA
533
Pin Oak Investment Advisors
Texas
$12K – – –
FC
534
Ferris Capital
Massachusetts
$11K – – –
PCA
535
Providence Capital Advisors
North Carolina
$11K – – –
AIA
536
Armor Investment Advisors
North Carolina
$10K – – –
Fifth Third Bancorp
537
Fifth Third Bancorp
Ohio
$10K – – –
IWP
538
Icon Wealth Partners
Texas
$10K +$9.37K +858 New
GI
539
Gradient Investments
Minnesota
$9K – – –
LGWM
540
Litman Gregory Wealth Management
California
$9K – – –
MAM
541
Marquette Asset Management
Minnesota
$8K +$7.86K +720 New
JCM
542
Jacobi Capital Management
Pennsylvania
$7K – – –
Rockefeller Capital Management
543
Rockefeller Capital Management
New York
$7K +$3.34K +306 +106%
AIC
544
Ameritas Investment Company
Nebraska
$6K +$5.37K +492 New
LWM
545
Lenox Wealth Management
Ohio
$6K +$5.83K +534 New
LIA
546
LS Investment Advisors
Michigan
$6K +$6.03K +552 New
SF
547
Synovus Financial
Georgia
$5K -$2.62K -240 -36%
CFA
548
Carroll Financial Associates
North Carolina
$5K +$917 +84 +19%
BIMC
549
Benson Investment Management Company
Virginia
$4K – – –
KPW
550
Kore Private Wealth
New York
$4K – – –